Ancora Advisors LLC
Annual return
—
SPY
—
Alpha
—
Invested
$9.4B
Holdings
2,309
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$LKQ1
LKQ CORP COM
Q1 2026: Sold 70.8% (692 → 202 shares)
6.3%
02
$AAPL
APPLE INC COM
Q4 2025: Sold 99.4% (321.0k → 1.8k shares)
3.6%
03
$VOO
VANGUARD S&P 500 ETF
Q4 2025: New position (624 shares)
3.2%
04
$ITOT
ISHARES TR CORE S&P TOTAL U S
Q4 2025: Exited (was 758.5k shares)
2.7%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +17.3% (16.4k → 19.2k shares)
2.4%
06
$COLD
AMERICOLD REALTY TRUST
Q4 2025: New position (450 shares)
1.8%
07
$AVGO
BROADCOM LTD SHS
Q4 2025: Sold 98.1% (541.6k → 10.4k shares)
1.7%
08
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 1.9% (8.2k → 8.0k shares)
1.6%
09
$RBA
RB GLOBAL INC
Q1 2026: Sold 5.5% (3.7k → 3.5k shares)
1.6%
10
$IVV
ISHARES TR CORE S&P500 ETF
Q4 2025: Sold 97.9% (22.0k → 462 shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:05 UTC.